French Financial

Welcome to French Financial

For more than 115 combined years, French Financial has served the wealth management, retirement and investment needs of individuals, families and business owners. Our experienced team of advisors includes Wealth Managers and Chartered Retirement Planning Counselors (CRPC®), all focused on long- term relationships built on a solid foundation of communication and trust.

Strategies to Help Manage Your Wealth

We provide customized investment strategies, tailored to address your individual investment needs, as well as your tolerance for risk, current and future tax liabilities, and any other personal considerations that might impact your decisions. We’ve found this approach can provide you with greater confidence and clarity in the financial decision-making process, allowing you to pursue your financial goals, and help create more time to devote to the things you enjoy most. The Large Capitalization Equity Strategy seeks to generate total return through long-term appreciation coupled with lower volatility and a growing stream of dividend income.

Our investment philosophy leads us to construct a portfolio comprised predominantly of large capitalization, U.S.-domiciled, multinational companies. These companies are global leaders in structurally attractive industries. They seek to benefit from increasing global market share, ongoing product introduction and innovation, and productivity enhancements- three key drivers of long-term earnings growth.

We believe these businesses are most capable of generating superior growth in earnings, dividends, and cash flow over time, which can lead to greater capital appreciation. Investing in stable companies has the potential to produce two additional advantages for our clients-low portfolio turnover and a higher likelihood of capital preservation. This is not intended to provide specific advice or recommendations for any individual. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. No strategy assures success or protect against loss. Investing involves risk including loss of principal.

French Financial specializes in short-, intermediate- and long-term goal setting to help you successfully pursue the lifestyle you desire, the retirement you’ve dreamt of, and if you choose, establish a legacy that could protect your loved ones for generations to come. Our comprehensive suite of products and services provide access to:

Individual Accounts

As we do for all our clients, we search for stable, consistent, and global companies in which to invest. It is important to stress that French Financial has a long-term investment horizon. We do not try to time movements in the stock market, but instead invest in stable companies with consistent and sustainable earnings growth. We purchase equities that we intend to hold in the portfolio for several years. The objective is lower than average portfolio turnover, which is particularly beneficial for taxable accounts because transaction costs, including taxes, are minimized as much as possible.

Wealth Planning

Our team of specialists in investment research, asset allocation, insurance, retirement and estate planning can develop a comprehensive wealth accumulation and preservation strategy specifically for you.

Retirement Planning

By identifying opportunities and customized solutions we can help you plan your future lifestyle. We will present recommendations and alternatives to help you gain confidence in retirement.

Estate Planning

Establishing an estate plan can be one of the most effective ways to protect and provide for your family. By coordinating with an attorney, we can help to minimize taxes and direct your legacy to the ones you love.

Risk Management

Our team will review your current insurance coverage and make recommendations for a complete, cost-effective plan to protect you, your family and your assets.

Education Planning

We evaluate not only the needed amount of savings towards this important goal, but also the most appropriate, non-proprietary investment alternatives available.

Learn more about Our Services

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